Lee Ainslie's GFL Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 3.85 M shares of GFL Environmental Inc. (GFL) worth $160.61 M, representing 1.85% of the portfolio. First purchased in 2024-Q1, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in GFL, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 3.44 M shares. Largest reduction occurred in Q2 2025, reducing 1.5 M shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's GFL Environmental (GFL) Holding Value Over Time
Track share changes against reported price movement
Quarterly GFL Environmental (GFL) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -1.17 M | Reduce 23.37% | 3.85 M | $41.72 |
| Q4 2025 | +3.44 M | Add 216.54% | 5.02 M | $42.95 |
| Q3 2025 | -1.21 M | Reduce 43.33% | 1.59 M | $47.38 |
| Q2 2025 | -1.5 M | Reduce 34.90% | 2.8 M | $50.46 |
| Q1 2025 | +523,360 | Add 13.85% | 4.3 M | $48.31 |
| Q4 2024 | +120,416 | Add 3.29% | 3.78 M | $44.54 |
| Q3 2024 | +372,534 | Add 11.34% | 3.66 M | $39.88 |
| Q2 2024 | +595,259 | Add 22.13% | 3.29 M | $38.93 |
| Q1 2024 | +2.69 M | New Buy | 2.69 M | $34.50 |
Lee Ainslie's GFL Environmental Investment FAQs
Lee Ainslie first purchased GFL Environmental Inc. (GFL) in Q1 2024, acquiring 2,690,397 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held GFL Environmental Inc. (GFL) for 9 quarters since Q1 2024.
Lee Ainslie's largest addition to GFL Environmental Inc. (GFL) was in Q4 2025, adding 5,023,417 shares worth $215.76 M.
According to the latest 13F filing for Q1 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 3,849,656 shares of GFL Environmental Inc. (GFL), valued at approximately $160.61 M.
As of the Q1 2026 filing, GFL Environmental Inc. (GFL) represents approximately 1.85% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in GFL Environmental Inc. (GFL) was 5,023,417 shares, as reported at the end of Q4 2025.